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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,125 |
ADP BROKER-DEALER3 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,835 | $82,674-83.3% | $125,381-89.0% | $68,486-79.8% |
| Participation rate | 40.2% | 75.1%-34.8pp | 82.4%-42.2pp | 67.9%-27.7pp |
| Annual return | -19.51% | -5.97%-13.5pp | 572.31%-591.8pp | -7.85%-11.7pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $4,856 | $6,111-20.5% | $7,448-34.8% | $4,028+20.6% |
| Admin fee / account holder | $11 | $6,277-99.8% | $10,007-99.9% | $5,404-99.8% |